STITT CHARITABLE FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- STITT CHARITABLE FOUNDATION (EIN 46-6402433)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-17
- IRS object ID
- 202513219349103666
- Schema version
- 2024v5.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Expenses Schedule
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-17T13:10:59-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 010572388 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MILAM & ASSOCIATES PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7030 S YALE AVE STE 300 | AddressLine1Txt |
| City | TULSA | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 741365722 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 466402433 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STITT CHARITABLE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | STIT | BusinessNameControlTxt |
| Phone | 9184924209 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7304 S YALE AVE | AddressLine1Txt |
| City | TULSA | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 74136 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SARAH STITT | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 9184924209 | PhoneNum |
| Signature | 2025-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | STEVEN E MILAM | PreparerPersonNm |
| PTIN | P00068625 | PTIN |
| Phone | 9184932002 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,758,017 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $302,800 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $63,340 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $63,340 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $75,881 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $850,434 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $75,881 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $442,021 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $139,221 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,514 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,514 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $9,461 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $9,461 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $117 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $117 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $205 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $205 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $7 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $7 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $11,304 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $11,304 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $485,415 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $485,415 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $496,719 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $11,304 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $485,415 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$54,698 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $127,917 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $358,011 | CashBOYAmt |
| Cash EOY | $276,859 | CashEOYAmt |
| Cash EOYFMV | $276,859 | CashEOYFMVAmt |
| US Government Obligations BOY | $552,483 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $700,884 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $691,727 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $603,235 | CorporateStockBOYAmt |
| Corporate Stock EOY | $666,434 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $701,211 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $29,100 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $29,100 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $28,230 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $59,254 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $59,254 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $59,990 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,602,083 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,732,531 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,758,017 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $101,104 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $101,104 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $196,583 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $482,833 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $1,304,396 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,249,698 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,500,979 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,732,531 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,602,083 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,732,531 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,500,979 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$54,698 | ExcessRevenueOverExpensesAmt |
| Other Increases | $286,250 | OtherIncreasesAmt |
| Subtotal | $1,732,531 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,732,531 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | 2024-07-03 | 2024-10-28 | $400,530 | $348,824 | $51,706 | $51,706 | |
| PUBLICLY TRADED SECURITIES | 2023-02-03 | 2024-08-23 | $442,792 | $425,729 | $17,063 | $17,063 | |
| CAPITAL GAINS DIVIDENDS | $7,112 | $7,112 | $7,112 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $75,881 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,778 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,778 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,778 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $8,510 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $8,510 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $6,732 | OverpaymentAmt |
| Applied To ES Tax | $6,732 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | OK | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9184924209 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7304 S YALE AVE | AddressLine1Txt |
| City | TULSA | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 74136 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| JOHN K STITT | ||||||||
| 7304 S YALE AVE | TULSA | OK | 74136 | CO-TRUSTEE | 1.00 | $0 | $0 | $0 |
| SARAH R STITT | ||||||||
| 7304 S YALE AVE | TULSA | OK | 74136 | CO-TRUSTEE | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,368,953 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $326,569 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,695,522 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,695,522 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $25,433 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,670,089 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $83,504 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $83,504 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,778 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,778 | TotalTaxAmt |
| Distributable Before Adj | $81,726 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $81,726 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $81,726 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $485,415 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $485,415 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $81,726 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $687,836 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $127,337 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $2,042,369 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $2,887 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $148,999 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $3,009,428 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $485,415 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $81,726 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $403,689 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $3,413,117 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $687,836 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,725,281 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $127,337 | ExcessFromYear4Amt |
| Excess From Year3 | $2,042,369 | ExcessFromYear3Amt |
| Excess From Year2 | $2,887 | ExcessFromYear2Amt |
| Excess From Year1 | $148,999 | ExcessFromYear1Amt |
| Excess From Current Year | $403,689 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (15 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BIRTHRIGHT LIVING LEGACY | |||||||
| 3939 S HARVARD AVE 235 | TULSA | OK | 74135 | N/A | PC | SUPPORT ORGANIZATION | $5,000 |
| COLLEGE GOLF FELLOWSHIP | |||||||
| 5098 FOOTHILLS BLVD STE 3 PMB 138 | ROSEVILLE | CA | 957476526 | N/A | PC | SUPPORT ORGANIZATION | $6,000 |
| COMPASSION INTERNATIONAL | |||||||
| 12290 VOYAGER PKWY | COLORADO SPRINGS | CO | 80921 | N/A | PC | SUPPORT ORGANIZATION | $1,032 |
| CRU | |||||||
| 320 KYLE CT | STILLWATER | OK | 74126 | N/A | PC | SUPPORT ORGANIZATION | $6,500 |
| FAVOR INTERNATIONAL | |||||||
| 3433 LITHIA PINECREST RD 356 | VALRICO | FL | 33596 | N/A | PC | SUPPORT ORGANIZATION | $5,000 |
| MERCY MULTIPLIED | |||||||
| PO BOX 111060 | NASHVILLE | TN | 372221060 | N/A | PC | SUPPORT ORGANIZATION | $12,000 |
| NORTHCHURCH (OKC) | |||||||
| 1601 W MEMORIAL RD | OKLAHOMA CITY | OK | 73134 | N/A | PC | SUPPORT ORGANIZATION | $386,583 |
| NOVO | |||||||
| 1240 N LAKEVIEW AVE STE 120 | ANAHEIM | CA | 928071847 | N/A | PC | SUPPORT ORGANIZATION | $5,000 |
| OKLAHOMA CAPITOL CULTURE | |||||||
| 4 NE 10TH ST 111 | OKLAHOMA CITY | OK | 73104 | N/A | PC | SUPPORT ORGANIZATION | $5,000 |
| OSC-OK | |||||||
| 4680 E 2ND ST | EDMOND | OK | 730347550 | N/A | PC | SUPPORT ORGANIZATION | $26,300 |
| REFINED SILVER GOLF TOURNAMENT | |||||||
| PO BOX 1640 | EDMOND | OK | 730347550 | N/A | PC | SUPPORT ORGANIZATION | $1,500 |
| RHONDA BEAR MINISTRIES | |||||||
| 1 N LEWIS AVE | TULSA | OK | 74110 | N/A | PC | SUPPORT ORGANIZATION | $5,000 |
| SCOTT & KIM VERPLANK FOUNDATION | |||||||
| 2401 TEE CIR STE 103 | NORMAN | OK | 73069 | N/A | PC | SUPPORT ORGANIZATION | $15,000 |
| SOJOURN CHURCH | |||||||
| 902 S ADAMS ST | ENID | OK | 73703 | N/A | PC | SUPPORT ORGANIZATION | $500 |
| YOUR ONE DEGREE | |||||||
| 6528 E 101ST ST STE D-1 268 | TULSA | OK | 74133 | N/A | PC | SUPPORT ORGANIZATION | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $485,415 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $63,340 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $75,881 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $139,221 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $139,221 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | JOHN K STITT | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7304 S YALE AVE | AddressLine1Txt |
| City | TULSA | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 74136 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $302,800 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PROFESSIONAL FEES | CategoryTxt |
| Amt | $1,514 | Amt |
| Net Investment Income | $1,514 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | FIRST NATL NEB INC NOTE 144A | BondNm |
| EOY Book Value | $29,100 | EOYBookValueAmt |
| EOYFMV | $28,230 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (27 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ARTISAN INTL VALUE FUND ADVISOR | $117,120 | $114,148 |
| APPLIED FIN EXPLORER FUND INSTL | $79,120 | $83,774 |
| GQG PARTNERS EMERG MARKETS EQ INSTL | $60,580 | $57,116 |
| ARTISAN INTERNATL EXPLORER ADVISOR | $40,420 | $37,866 |
| INVESCO SMALL CAP VALUE CLASS Y | $38,040 | $41,282 |
| APTIV PLC ORD USDO 292 SHS | $22,195 | $17,660 |
| BRISTOL-MYERS SQUIBB CO COM 221 SHS | $21,013 | $22,285 |
| PAYPAL HLDGS INC COM 335 SHS | $20,186 | $28,592 |
| ALPHABET INC CAP STK 143 SHS | $19,943 | $27,233 |
| COTERRA ENERGY INC COM 644 SHS | $19,446 | $21,530 |
| NIKE INC CLASS B COM NPV 210 SHS | $19,122 | $15,891 |
| MICROSOFT CORP 41 SHS | $16,618 | $17,282 |
| APPLE INC 96 SHS | $16,564 | $24,040 |
| JACOBS SOLUTIONS INC | $16,049 | $15,634 |
| CUMMINGS INC 73 SHS | $15,973 | $16,733 |
| KLA CORP COM 25 SHS | $15,963 | $15,753 |
| MASTERCARD INCORPORATED CL 31 SHS | $14,807 | $16,324 |
| APA CORPORATION COM 455 SHS | $13,906 | $10,506 |
| NXP SEMICONDUCTORS 58 SHS | $13,760 | $12,055 |
| CONSTELLATION BRANDS INC 51 SHS | $13,444 | $11,271 |
| MONSTER BEVERAGE CORP NEW COM 226 SHS | $13,427 | $11,879 |
| LEIDOS HOLDINGS INC 104 SHS | $13,200 | $14,982 |
| BOOKING HOLDINGS INC 3 SHS | $10,616 | $14,905 |
| BANK AMERICA CORP COM 527 SHS | $10,188 | $12,306 |
| WELLS FARGO | $9,180 | $16,296 |
| MERCK &CO. INC COM 172 SHS | $8,340 | $10,744 |
| EXXON MOBIL CORP 198 SHS | $7,214 | $13,124 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $494,578 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $492,711 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $206,306 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $199,016 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | JANUS DETROIT STR TR HENDERSON AAA CL 1183 SHS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $59,254 | BookValueAmt |
| EOYFMV | $59,990 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BANK FEES | Desc |
| Revenue And Expenses Per Books | $7 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $7 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FUND BALANCE | Desc |
| Amt | $286,250 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MARGIN LOAN | Desc |
| BOY Book Value | $101,104 | BOYBookValueAmt |
| EOY Book Value | $0 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNT FEES | CategoryTxt |
| Amt | $9,461 | Amt |
| Net Investment Income | $9,461 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES PAID | CategoryTxt |
| Amt | $205 | Amt |
| Net Investment Income | $205 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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